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Name Holding Trade Value Shares
Change
Change in
Stake
OPPS
726
Obsidian Personal Planning Solutions
Maryland
$365K +$344K +1,058 New
HWA
727
Heritage Wealth Advisors
Virginia
$363K
MLFP
728
MPS Loria Financial Planners
Illinois
$356K
KFP
729
KMG Fiduciary Partners
Ohio
$355K
HW
730
Hancock Whitney
Mississippi
$355K -$20.1K -62 -6%
JWCA
731
J.W. Coons Advisors
Ohio
$353K
DI
732
DFPG Investments
Utah
$352K -$13.3K -41 -4%
TCOO
733
Trust Company of Oklahoma
Oklahoma
$350K -$7.47K -23 -2%
APG
734
Abacus Planning Group
South Carolina
$349K
Federated Hermes
735
Federated Hermes
Pennsylvania
$348K -$43.2K -133 -12%
OIA
736
Optimum Investment Advisors
Illinois
$345K
SFC
737
SYM Financial Corp
Indiana
$345K
VBCG
738
Valley Brook Capital Group
Pennsylvania
$345K
BC
739
Belmont Capital
California
$345K +$325K +1,000 New
CPSAC
740
Chas P. Smith & Associates (CPS)
Florida
$345K
FRM
741
Fox Run Management
Connecticut
$339K +$8.12K +25 +3%
CFP
742
Catalyst Financial Partners
Massachusetts
$339K +$48.4K +149 +18%
SWK
743
Stephen W. Kidder
$337K
FMLI
744
Fukoku Mutual Life Insurance
Japan
$336K
SMC
745
Smith, Moore & Co
Missouri
$333K -$974 -3 -0.3%
DIM
746
Delta Investment Management
California
$333K
AC
747
Allstate Corporation
Illinois
$331K
ACA
748
Atlas Capital Advisors
Wyoming
$330K
PCP
749
Proficio Capital Partners
Massachusetts
$327K +$2.6K +8 +0.9%
DCM
750
Donaldson Capital Management
Indiana
$325K +$306K +941 New